Get Started with Your Account

You can sign-up to Linarc, set up your account, and start managing your projects in a few steps. 

Use the links below to jump to the task you need help with:

• Activate your Linarc Account
• Add or Edit Company details
• Create User Roles
• Invite Employees
• Add Cost Codes
• Invite Partners/Vendors

Activate your Linarc Account

• Once you sign up with Linarc, our representative collects your company details.
• Our representative creates your company account and assigns you as account admin for it.
• You will receive an invitation mail with your username and account activation link. 

An example email is shown below:

• Click the ‘Request OTP’ link

You will be taken to the email verification page:

You will receive an email with an OTP to verify your email account.

• Enter the OTP on the verification page.
• Click 'Submit.'
• You will be taken to the password reset page.

• Type your preferred password.
  • Choose a password that could not be easily guessed and as a combination of upper and lower case letters, numerals, and special characters. 
• Retype the password for confirmation.
• Click 'Change password'

You will receive a third email with your username. Note down your username.

• Login to your account with your username and password.
• You will be taken to your company management console.

Add or Edit Company Details

• On your first login, your company admin console opens at the 'About Company' with your company details as you provided during sign-up. 
• You can enter any missing details and edit existing details. 
• Click the Pencil button on the top right to start editing or updating the details required. 

See Edit your company details to know more.

Create User Roles

• Creating user roles in Linarc helps you organize permissions governing access to consoles, modules, and mobile applications for your employees.
• You can create and manage roles and permissions related to role functions like company administration, payroll administration, project management, and field administration.
• Assign roles to employees based on individual responsibilities and needs, with each role defining access to specific features within the Linarc Consoles. A single user can be assigned any number of roles. 
• By default, the role assigned when adding an employee to your company is set as their primary role. You can assign more roles or remove roles or change the primary role at any time.

See Create a New Role and Manage Permissions Assigned to a Role for guidance on managing roles and permissions.

Invite Employees

• Adding your employees and workers to your company account in Linarc is essential in setting up your Linarc portal. 
• Only the persons enrolled in your company account will be available for assignment to your projects. 
• You can add all your employees and staff of various cadres, working both on-site and off-site. 
• You can enroll your workers in two ways:
  • Manually add employees – Add employees one by one. This is useful for adding new employees and temporary workers.
  • Import employees from a spreadsheet file – Create an Excel file with a list of employees to be enrolled and upload it to the console.
• Linarc sends invitation emails to all added employees and workers. 
• The mail contains their username and an account activation link for the invited employees to activate their account
• See Add a new employee and Add employees in batches for guidance on enrolling employees.

Add Cost Codes

The company-level Cost Code Directory allows you to build and manage a categorized list of all the tasks, deliverables, and services your company provides. You can structure these unique codes to align with the standard Construction Specifications Institute (CSI) MasterFormat, or create a custom format tailored to your company's specific policies.

Why this matters: The codes established in this directory act as your master list. Only these approved codes will be available for your team to select when managing project-level items like budgets, schedules, change orders, and submittals.

Visit Cost Codes - An Overview to learn more.

Invite Partners/Vendors

The company directory lets you maintain a list of contractors, architects, engineering companies, suppliers, and vendor companies you regularly do business with. You can invite these companies to take part in your projects or collaborate on their projects.  

• You can invite your associates in two ways:
  • Manually add companies – Invite companies one by one.
  • Add companies in batches – Create an Excel file with a list of companies and upload it to the console.
• Linarc sends invitation emails to all added companies. 
• Once they accept the invitation, they are added to your company directory
• See Add associates to your company directory for guidance.